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Financial Independence | Wealth Accumulation | Wealth Protection
Wealth Maximization | Wealth Legacy

Income taxes are the biggest expense you’ll encounter in life, bigger than the mortgage on your home or the cost of sending your kids to college. Wealth maximization strategies are coordinated strategies to help individuals maximize each last dollar of his or her wealth through the use of advanced tax planning strategies. Wealth maximization is an essential strategy for accomplishing your vision and goals.


Wealth Maximization Strategies are used in conjunction with other planning strategies and address:

Income Tax ReturnsIncome Shifting
Deferral of IncomeTax Exempt Entities
Acceleration of ExpensesCapital Gains
Exempt IncomeOther Taxes